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John Cardinal
2021-08-31 22:24:35 +00:00
parent c2451256e0
commit 67dce9481e
2 changed files with 9 additions and 4 deletions
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6
docs/8.0/ayanova/docs/ay-biz-admin-import-v7.md
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@@ -115,3 +115,9 @@ All active users will need to have some settings made:
If you have any customized report templates they will need to be re-created or re-customized in AyaNova 8. If your only customization was related to logos you may find they will just work in AyaNova 8 without any customization so be sure to set your logo if it hasn't been set already.
### RI / WBI Client access settings
The V8Migrate utility is not able to access settings in the optional add-on's RI and WBI and so is not able to automatically migrate their settings to AyaNova 8.
In v7 you would make those settings within the interface provided by those optional add-on's, in AyaNova 8 all those settings can be found under Administration -> Global Settings in the "Customer Access" section and need to be set manually.

7
docs/8.0/ayanova/docs/ay-start-changes-from-v7.md
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@@ -30,7 +30,6 @@ In order to support this some major areas of AyaNova have been changed:
Clients have been renamed to Customers
### Client User's and Contacts
Customers in AyaNova 8 now have unlimited Contacts as a seperate collection of User type objects so you optionally allow them to login to use the Customer interface and subscribe to Customer specific notifications etc.
Migrating from AyaNova 7 will result in a Customer Contact type User being created for each v7 Customer or HeadOffice type User account and in addition a Contact will be created in v8 if the v7 Client has a name set in the "Contact" text field with the Client phone and email numbers being re-used for the contact created this way. The Contact notes text field in v7 that is intended for listing extra contacts will be migrated to the v8 general Customer Notes field as there is no way to safely migrate that freehand text field as additional Contact type users in v8.
@@ -70,7 +69,7 @@ Work order status improvements: In v7 the work order status was a single value s
Address is now stored with the work order itself rather than being linked to the Client / Customer or head office. The Customer address will be used unless Bill head office is in effect in which case the Head office address will be the default. In addition there is now a method to quickly select from any relevant address in the work order itself if the User wants to change the entire Workorder address to (for example) one of the Unit's addresses on that work order or type in an alternative value. This preserves history and makes the Work order more flexible for addressing.
#### Templates and Duplicate / copy to
#### Work order Templates and Duplicate / copy to
Work orders can now be duplicated like all other objects in AyaNova 8. In addition a Work order can be copied to a new Quote or new Preventive Maintenance object. In fact there is the ability now in v8 to convert any quote, work order or preventive maintenance into any other one of those objects, so, for example a Preventive Maintenance order can be turned into a Quote via a Work order or a Work order can be converted into a PM or Quote directly.
@@ -191,7 +190,7 @@ All attached and embedded file features have been consolidated in v8 into a new
* Notes - there is now a notes field
## New features in AyaNova 8.0
todo: new features here
### Display formats
In v7 there were Global settings for Part display format, Unit display format etc. In v8 this feature has been replaced by [Select list](ay-start-form-select-list.md) templates which allow customizing nearly *all* select lists to choose how best to display them for selection in v8.